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Equifax

870 hedge funds and large institutions have $21.7B invested in Equifax in 2026 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 325 increasing their positions, 278 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $18.5M

17% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 278

4.2% more ownership

Funds ownership: 95.45%99.65% (+4.2%)

4% less first-time investments, than exits

New positions opened: 136 | Existing positions closed: 141

3% less funds holding

Funds holding: 893870 (-23)

15% less capital invested

Capital invested by funds: $25.4B → $21.7B (-$3.72B)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
870
Holders Change
-23
Holders Change %
-2.58%
% of All Funds
10.7%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
136
Increased
325
Reduced
278
Closed
141
Calls
$26.6M
Puts
$18.5M
Net Calls
+$8.03M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
751
Ares Financial Consulting
California
$14.2K +$3.97K +20 +34%
CA
752
CoreCap Advisors
Michigan
$13.7K +$8.54K +43 +130%
EF
753
Entrust Financial
Pennsylvania
$12.8K -$397 -2 -3%
AF
754
Advisornet Financial
Minnesota
$12.2K +$794 +4 +6%
HI
755
Harbour Investments
Wisconsin
$12.1K -$16.9K -85 -56%
SL
756
Salomon & Ludwin
Virginia
$12K -$2.38K -12 -15%
TPWA
757
Twin Peaks Wealth Advisors
California
$11.9K +$13.1K +66 New
NEWAS
758
N.E.W. Advisory Services
Wisconsin
$11.3K
IAAG
759
Innovative Asset Advisors Group
Connecticut
$11.2K +$12.3K +62 New
CPG
760
Cornerstone Planning Group
New Jersey
$10.7K +$8.94K +45 +250%
AF
761
Align Financial
Minnesota
$9.9K -$2.36M -11,879 -100%
EI
762
EFG International
$9.72K -$62K -312 -85%
ME
763
McIlrath & Eck
Washington
$9.54K
ATC
764
Adirondack Trust Company
New York
$9.36K -$25.4K -128 -71%
GBT
765
Grove Bank & Trust
Florida
$9.18K
CT
766
Colonial Trust
South Carolina
$8.23K +$1.59K +8 +21%
JGCM
767
Joseph Group Capital Management
Ohio
$8.1K +$8.94K +45 New
SA
768
SRH Advisors
Kansas
$7.56K
EB
769
Eastern Bank
Massachusetts
$7.38K
RA
770
Rational Advisors
New York
$7.38K
SS
771
Sunbelt Securities
Texas
$7.38K +$8.14K +41 New
KG
772
Kilter Group
New York
$7.02K +$5.96K +30 +333%
KAS
773
Kemnay Advisory Services
New York
$6.84K -$15.9K -80 -68%
BFS
774
Bare Financial Services
Pennsylvania
$6.48K +$6.55K +33 +1,100%
DI
775
DAGCO Inc
Ohio
$6.3K

EFX Hedge Fund Activity: Q1 2026 in Review

870 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Equifax (EFX) for Q1 2026, worth a combined $21.7B — down 15% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of EFX and 136 opened new positions — a net loss of 5 holders — while 278 trimmed existing stakes and 325 added.

The largest buyer was Soroban Capital Partners, adding an estimated $629M. The largest seller was Capital International Investors, cutting an estimated $549M.

  • 870 institutional investors held Equifax (EFX) as of Q1 2026, down from 893 in Q4 2025.
  • Funds reported $21.7B of Equifax stock for Q1 2026, down 15% quarter-over-quarter.
  • 136 funds opened new Equifax positions in Q1 2026 and 141 closed out, a net change of -5 holders.
  • The largest Equifax buyer in Q1 2026 was Soroban Capital Partners, an estimated $629M added.
  • The largest Equifax seller in Q1 2026 was Capital International Investors, an estimated $549M sold.

Based on aggregated 13F filings for Q1 2026.